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Ary Rosenbaum, That 401(k) Guy

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Free recordkeeping and you

Several of the large bundled providers are offering free recordkeeping for parts of next year if pla...

by Ary Rosenbaum, That 401(k) Guy

The Bonus Problem

When I first started as an ERISA attorney, I worked for a kind man named Harvey Berman in 1998, work...

by Ary Rosenbaum, That 401(k) Guy

Marketing is sometimes, just marketing

inspire to drink beer, but the advertisements were comedy gems from Rodney Dangerfield, Billy Martin...

by Ary Rosenbaum, That 401(k) Guy

Pooled Plan Provider Registration Rule Proposed

The Department of Labor (DOL) proposed a rule that set the registration requirements for a  pooled ...

by Ary Rosenbaum, That 401(k) Guy

Networking event at CitiFIeld, save the date

COVID got in the middle of a lot of things including a networking event that I never got to advertis...

by Ary Rosenbaum, That 401(k) Guy

DOL issues lifetime income illustration regulations

The Department of Labor (DOL) released regulations that require retirement plan sponsors to attach o...

by Ary Rosenbaum, That 401(k) Guy

Dealing with clients isn’t one size fits all

I believe that in this business, there isn’t a one size fits all. That deals with 3(38) advisors, ...

by Ary Rosenbaum, That 401(k) Guy

ESG reminds me of Target Date funds, for a reason

Environmental, Social, and Corporate Governance (ESG) funds are a hot potato item as the Department ...

by Ary Rosenbaum, That 401(k) Guy

Want your own PEP? Think again

As an ERISA attorney an ERISA 3(16) administrator, I’ve been asked by many clients, advisory firms...

by Ary Rosenbaum, That 401(k) Guy

Give them the e-mail addresses

Your third-party administrator (TPA) might be asking for the work email addresses and you’re wonde...

by Ary Rosenbaum, That 401(k) Guy